Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 27 filers · $81.7M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 27
Value held $81.7M
New positions 6
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+4 vs prior Q) 2 (-1 vs prior Q) 1 (-4 vs prior Q) 13 (+5 vs prior Q) -16K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
GOLDMAN SACHS GROUP INC $60,090,518 1,331,457 73.55% Shares
LPL Financial LLC $6,990,774 154,898 8.56% Shares
JONES FINANCIAL COMPANIES LLLP $3,193,610 72,324 3.91% Shares
BROWN BROTHERS HARRIMAN & CO $2,081,370 46,118 2.55% Shares
RAYMOND JAMES FINANCIAL INC $1,602,480 35,507 1.96% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,314,600 29,128 1.61% Shares
Kestra Advisory Services, LLC $1,033,605 22,902 1.27% Shares
MORGAN STANLEY $866,387 19,197 1.06% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $736,795 16,225 0.90% Shares
CITIZENS FINANCIAL GROUP INC/RI $622,362 13,790 0.76% Shares
Bleakley Financial Group, LLC $573,082 12,698 0.70% Shares
Acorn Wealth Advisors, LLC $550,736 12,203 0.67% Shares
OSAIC HOLDINGS, INC. $398,964 8,836 0.49% Shares
ENVESTNET ASSET MANAGEMENT INC $311,808 6,909 0.38% Shares
Private Wealth Partners, LLC $298,634 6,617 0.37% Shares
MML INVESTORS SERVICES, LLC $298,133 6,606 0.36% Shares
CAPTRUST FINANCIAL ADVISORS $255,661 5,665 0.31% Shares
ROYAL BANK OF CANADA $206,000 4,569 0.25% Shares
Global Retirement Partners, LLC $85,118 1,886 0.10% Shares
FMR LLC $47,749 1,058 0.06% Shares
TFC Financial Management, Inc. $40,458 896 0.05% Shares
WELLS FARGO & COMPANY/MN $38,497 853 0.05% Shares
UBS Group AG $32,810 727 0.04% Shares
FIDUCIARY FINANCIAL ADVISORS $17,150 380 0.02% Shares
Russell Investments Group, Ltd. $14,307 317 0.02% Shares
Bollard Group LLC $387 8,577 0.00% Shares
Cambridge Investment Research Advisors, Inc. $257 5,695 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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